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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Applied Finance Capital Management
San Juan,
Puerto Rico
| $920M | +$37.1M | +4% | 1.87% | 90.4% | 75 | 2.67% | 0.7 |
|
| 1877 |
1877
Mount Yale Investment Advisors
Denver,
Colorado
| $920M | -$24.4M | -3% | 3.89% | 81.9% | 517 | 11.03% | 2.4 |
|
| 1878 |
1878
Next Century Growth Investors
Plymouth,
Minnesota
| $920M | -$118M | -11% | 6.89% | 447% | 119 | 17.65% | 2.5 |
|
| 1879 |
1879
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| $919M | +$51.2M | +6% | 3.92% | – | 727 | 19.39% | 1.1 |
|
| 1880 |
1880
Lutz Financial Services
Omaha,
Nebraska
| $918M | -$11.5M | -1% | 3.75% | 35.3% | 82 | 2.44% | 3.5 |
|
| 1881 |
1881
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| $918M | -$700M | -43% | 2.89% | 28.5% | 202 | 87.62% | 2.5 |
|
| 1882 |
1882
Eagle Ridge Investment Management
Stamford,
Connecticut
| $917M | -$35.4M | -4% | 3.19% | 28.2% | 155 | 10.97% | 4.8 |
|
| 1883 |
1883
Armstrong Advisory Group
Needham,
Massachusetts
| $916M | -$25.9M | -3% | 4% | 55.6% | 883 | 14.72% | 0.6 |
|
| 1884 |
1884
Kontiki Capital Management (HK)
Hong Kong
| $916M | -$85.9M | -9% | 9.39% | 90.6% | 8 | 25% | 2.8 |
|
| 1885 |
1885
Nationwide Fund Advisors
Columbus,
Ohio
| $915M | -$56.2M | -6% | 5.58% | 28.3% | 5 | 0% | 3.2 |
|
| 1886 |
1886
Nitorum Capital
New York
| $915M | -$74.4M | -8% | 3.66% | 87.1% | 29 | 13.79% | 3.3 |
|
| 1887 |
1887
Philosophy Capital Management
Alamo,
California
| $915M | -$321M | -26% | 5.49% | 77.5% | 42 | 45.24% | 0.8 |
|
| 1888 |
1888
Invictus Private Wealth
Denver,
Colorado
| $914M | -$13.1M | -1% | 3.07% | 84.2% | 94 | 9.57% | 0.7 |
|
| 1889 |
1889
Bell Bank
Fargo,
North Dakota
| $914M | -$29.9M | -3% | 2.43% | 71% | 195 | 12.82% | 4.6 |
|
| 1890 |
1890
Vivo Capital
Palo Alto,
California
| $913M | -$536M | -37% | 47.9% | 7,491% | 56 | 19.64% | 1.8 |
|
| 1891 |
1891
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $911M | -$52.8M | -5% | 2.29% | 181% | 595 | 5.71% | 6.8 |
|
| 1892 |
1892
First Financial Bank - Trust Division
Hamilton,
Ohio
| $911M | -$47.5M | -5% | 3.91% | 68.6% | 201 | 5.47% | 6.6 |
|
| 1893 |
1893
NBC Securities
Birmingham,
Alabama
| $910M | – | – | 3.72% | 93.1% | 2,196 | – | 0 |
|
| 1894 |
1894
Abrams Bison Investments
Bethesda,
Maryland
| $910M | -$87.2M | -9% | 3.47% | 170% | 12 | 8.33% | 1.7 |
|
| 1895 |
1895
Easterly Investment Partners
Beverly,
Massachusetts
| $909M | -$221M | -20% | 1.4% | 57.6% | 208 | 16.83% | 1.7 |
|
| 1896 |
1896
Stonebridge Capital Advisors
St Paul,
Minnesota
| $908M | -$32.8M | -3% | 3.87% | 80.1% | 1,017 | 17.7% | 2.8 |
|
| 1897 |
1897
Cahaba Wealth Management
Atlanta,
Georgia
| $908M | -$17.3M | -2% | 3.67% | 48.7% | 153 | 10.46% | 3.1 |
|
| 1898 |
1898
Provident Investment Management
Novi,
Michigan
| $907M | -$37.8M | -4% | 5.76% | 90.8% | 79 | 13.92% | 3.9 |
|
| 1899 |
1899
TCV Trust & Wealth Management
Richmond,
Virginia
| $907M | -$33.3M | -4% | 3.19% | 75.3% | 196 | 8.67% | 6.4 |
|
| 1900 |
1900
Jaffetilchin Investment Partners
Tampa,
Florida
| $907M | -$41.3M | -4% | 2.99% | 88.1% | 387 | 20.41% | 2.7 |
|